Tata Large & Mid Cap Fund vs Kotak Equity Opportunities Fund compare
Kotak Large & Midcap Fund - Growth
Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Large & Midcap Fund - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
Fund | Kotak Large & Midcap Fund - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹28294 Cr | ₹8887 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 09 Sep 2004 | 31 Mar 2003 |
Category | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | 14.92% | 10.69% |
Expense Ratio | 1.61 | 1.77 |
Manager | Harsha Upadhyaya | Chandraprakash Padiyar |
ISIN Code | INF174K01187 | INF277K01428 |
Exits Load | Kotak Equity Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Large & Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Large & Midcap Fund - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
1 Month | 2.39% | 2.38% |
6 Month | 8.4% | 9.02% |
1 Year | 1.24% | 2.53% |
3 Year | 22.95% | 20% |
5 Year | 23.58% | 22.09% |
SIP Return Analysis
Scheme Name | Kotak Large & Midcap Fund - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 9.56% | 7.2% |
1 Year | 11.04% | 7.45% |
3 Year | 19.36% | 14.69% |
5 Year | 19.52% | 16.38% |
Rolling Lumpsum Returns
Scheme Name | Kotak Large & Midcap Fund - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 16.44% | 16.28% |
3 Year | 15.54% | 15.14% |
5 Year | 15.02% | 14.41% |
Risk Management
Scheme Name | Kotak Large & Midcap Fund - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.65% | 11.3% |
Sharp | 1.21% | 1.1% |
Beta | 0.93% | 0.88% |
Alpha | 3.99% | -1.43% |
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Fund Managers
Scheme Name | Kotak Large & Midcap Fund - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
Name | Harsha Upadhyaya | Chandraprakash Padiyar |
Total AUM | ₹139411 Cr | ₹15627 Cr |
Funds Managed | 11 | 3 |
Kotak Large & Midcap Fund - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Large & Midcap Fund - Growth |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
Others | 4.82 | 7.95 |
Large Cap | 52.49 | 43.36 |
Mid Cap | 37.42 | 35.61 |
Small Cap | 5.28 | 13.08 |
Sector Allocation
Scheme Name |
Kotak Large & Midcap Fund - Growth |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
Others | 1.25 | 6.37 |
Communication Services | 3.18 | 5.73 |
Energy | 5.97 | 4.73 |
Financial Services | 24.69 | 33.55 |
Technology | 8.83 | 2.63 |
Consumer Cyclical | 12.27 | 6.34 |
Basic Materials | 10.99 | 13.9 |
Industrials | 17.45 | 9.83 |
Consumer Defensive | 1.59 | 5.23 |
Healthcare | 7.28 | 7.53 |
Real Estate | 1.08 | 2.04 |
Utilities | 5.41 | 2.11 |
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